Business Details
Trusted CPA Services for Businesses and High Net Worth Individuals
Weinberg & Company PA & Company is a leading international CPA firm delivering Big 4 technical expertise with personalized service. Founded on principles of technical excellence, ethical integrity, and client-centricity, we serve public and private companies, high net worth individuals, entrepreneurs, and family offices across the United States, Canada, and the Pacific Rim. Our practice groups include Assurance & Audit, Tax & Accounting, Private Client Services, Business Management, and Consulting, supported by seasoned professionals with deep industry knowledge.We prioritize client needs by offering efficient, cost-effective solutions without compromising quality, leveraging our global network through Morison Global to address cross-border accounting requirements. Our commitment to direct partner engagement, regulatory compliance, and innovative problem-solving ensures clients receive tailored services that drive business growth and long-term success.
Services
Assurance & Audit
Tax & Accounting
Private Client Services
Business Management
Consulting
Highlights and features
- We offer Big 4-experienced professionals with direct partner attention.
- Our global network serves clients in 74 countries through Morison Global.
- We provide cost-effective solutions without compromising technical excellence.
- We specialize in industry-specific tax and regulatory compliance expertise.
- Our team delivers personalized service tailored to client growth objectives.
Associations and certifications
- Public Company Accounting Oversight Board (PCAOB)
- Canadian Public Accountability Board (CPAB)
- Center for Audit Quality
- American Institute of Certified Public Accountants (AICPA)
Services
Assurance & Audit
We provide comprehensive assurance and audit services for public and private companies, including SEC filings, internal controls audits, and compliance reviews. Our team ensures regulatory adherence while minimizing business disruption through industry-specific expertise and efficient processes. Clients benefit from direct partner engagement and global compliance capabilities.
Tax & Accounting
Our tax professionals deliver strategic planning, compliance, and advisory services for businesses and high-net-worth individuals. We optimize tax positions while ensuring adherence to federal, state, and international regulations. Services include corporate tax strategy, cross-border reporting, and complex individual tax planning.
Private Client Services
We serve entrepreneurs, family offices, and high-net-worth individuals with trust and estate planning, wealth transfer strategies, and personalized financial management. Our services address complex tax and compliance needs while preserving family legacies through customized solutions.
Business Management
We act as outsourced CFOs, providing bookkeeping, budgeting, retirement planning, and financial guidance. Our tailored approach allows clients to focus on core priorities while ensuring expert management of financial operations, tax compliance, and succession planning.
Consulting
Our consultants offer strategic accounting, auditing, and finance expertise for complex regulatory challenges. Services include SEC advisory, revenue recognition, acquisition accounting, and SOX compliance. Former Big 4 partners deliver actionable solutions for public and private companies.
People
Corey Fischer
Firm Managing Partner
Corey Fischer leads Weinberg & Company PA & Company with Big 4 expertise and a focus on personalized client service. He specializes in audit and compliance for public companies, emphasizing efficiency and regulatory adherence.
Bruce Weinberg
Florida Managing Partner
Bruce Weinberg & Company PA & Company oversees Florida operations, bringing extensive experience in tax and audit services for privately held businesses and high-net-worth individuals.
Jeffrey B. Engler
Director of Tax Practice
Jeffrey Engler directs tax services, specializing in corporate and international tax compliance. He provides strategic planning for public and private companies across diverse industries.
John Lucas
Director of Assurance & Audit Practice
John Lucas leads assurance services, focusing on SEC compliance and audit quality for public companies. He ensures technical excellence and regulatory adherence in complex engagements.
Sam D. Wild
Director of Quality Control
Sam Wild oversees audit quality control, maintaining PCAOB and AICPA compliance standards. His expertise ensures consistent delivery of high-quality assurance services.
Questions
What services does Weinberg & Company PA & Company & Company offer?
We provide audit, tax, consulting, private client services, and business management solutions for public/private companies and high-net-worth individuals.
Which industries does Weinberg & Company PA & Company specialize in?
We serve consumer goods, life sciences, technology, real estate, media & entertainment, manufacturing, and Pacific Rim markets.
Do you work with international clients?
Yes, through our Morison Global network, we serve clients in 74 countries, including Pacific Rim regions like Hong Kong and Singapore.
How are your fees structured?
We offer competitive pricing with transparent billing, avoiding Big 4 fees while maintaining technical excellence and personalized service.
What accreditations do you hold?
We are registered with PCAOB, CPAB, and AICPA, and members of the Center for Audit Quality and Morison Global.
Reviews (1)
Cw W.
Feb 27, 2020
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These guys are great! I've been using Weinberg and Co for 3 years now. They help me tremendously with our taxes and any questions with regards to our W2's. They are fair and quick. I love having a relationship with GO-TO people that help us with a quick email question here and there. I am very happy using their services.
